Boot Camp

  1. What are abstract and concrete classes?
    • - Classes are containers for rules
    • >Properties, Sectons, Flows, etc.

    • - Can be ABSTRACT:
    • >Cannot be instantiated
    • >Define containers in which re-usable rules are saved
    • >Names should end in Hyphen

    • - Can be CONCRETE:
    • >Can be instantiated
    • >Names must NOT end in hyphen (e.g., -InsCorp-FW-PA-Work-Quote)
    • >Inherit rules from Parent Classes
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  2. How does inheritance work in the class structure?
    - Rules' position in the class structure defines the scope of its re-usability

    - Rules in a parent class may be accessed from a child class

    - Rules in parent class may be overridden by defining the rule in a child class

  3. What is Dual Inheritance Mode?
    • - A Class possesses 2 inheritance mechanisms
    • >Pattern
    • >Direct

    • - Both types of inheritance are used to locate rules
    • >Classes SHOULD have a parent
    • >Classes MUST have a directed parent

    - Pattern inheritance established by class name (e.g., InsCorp-FW- inherits from InsCorp-

    - Direct inheritance is specified on the class rule form

  4. How is Rule Resolution achieved?
    • - Locates the right rule at the right time by searching the class heirarchy
    • >First = Pattern (has precedence)
    • >Second = Directive

    - Continues Pattern-Directive-Pattern-Directive iteration from the initial root node all the way up to @baseclass

    - Locates potential rules on the way up

    - Pattern and directed inheritance from the foundation of rule resolution

  5. What 2 purposes does a ClassGroup serve?
    1) Define a workpool (collection of worktypes/workclasses)

    2) Identify a physical database table to store work objects

    • 3) Store name of the property that will become the Work Object unique identifier (primary key)
    • >Must directly inherit from Work-

  6. What does Work- contain?
    - Rules to be used by class group and work objects

    - Rules to be used as examples

    - Rules to be used as stubs

  7. How do you define a Class Group?
    - To create a class group, identify the class as a class group and supply the primary key

  8. How do you define a Work Type?
    - A work type is defined by a work class

    - To create a work class, specify that the class belongs to a class group and select the class group name

  9. What are the 2 types of Re-usability/
    1) Application - Assets are specific to an application and common to more than one business unit

    2) Enterprise - Assets common across multiple divisions or applications

  10. Application Design - What is the Framework Layer?
    - Defines a common foundation for specific implementations

    * Pega Solution Frameworks (Such as Smart Investigate, CPM, etc.) contain most rules in Framework classes for re-usability.

  11. What is the Implementation Layer?
    • - Defines a specific, non-reusable application
    • >e.g., Purchase Request app in Fast Track

    - Work Objects, Assignments, and Report Output are from one implementation class.

  12. Can one Framework layer support multiple implementation layers?
    - Yes

  13. Framework Layer:
    - Requirement - need to reuse the assets from one part of the company in another

    - Solution - Framework layer creates a reusable class structure

    - Purpose - to define a common foundation

  14. Implementation Layer
    > Requirement
    > Solution
    > Purpose
    - Requirement: A need to make use of the common assets developed for a company's line of business (homeowner's quotes, automobile quotes, etc.)

    - Solution: Implementation layer extends a reusable class structure for a specific implementation

    - Purpose: To extend the common foundation

  15. How do you access the Class Inheritance Diagrams?
    • - From Application Explorer
    • > Right Click "Class Name"
    • > Choose "Inheritance"

  16. What does the Class Structure Viewer display?
    - Displays and allows user to explore inheritance relationships among all classes in an app

    - Click "Individual Classes" to expand heirarchy

    - Can display or hide work-Data- or domain level (InsCorp) classes

    - Application>Class Structure>Right click on class and select structure

  17. What is a Rule Set?
    >What are they used for?
    - RuleSet is a container for related classes and rules

    • - Rulesets are used for:
    • >Access Control
    • >Migration (Deployment)
    • >Rule Versioning

  18. How should you name your RuleSets?
    • - RuleSet Name
    • >Max 64 characters, mixed-case letters, no spaces
    • >Something to reflect the classes it contains

    • - RuleSet Version
    • >3 dash-delimited numbers starting with 01-01-01 major-minor-patch

  19. Where are Rules created?
    - Rules are created in RuleSet versions

    - RuleSet versions are developed, locked, and migrated to test and production environments

    - Operators are granted access to RuleSet versions

  20. How is access to RuleSet provided?
    - Access can be granted up to and including listed major, major-minor, major-minor-patch versions

    - The operator profile displays the RuleSets the operator has access to

  21. What does an operator's RuleSet list use?
    - Personal RuleSet list (if check-in/check-out is selected)

    - Production RuleSet (from Access Group)

    - RuleSets listed in Application rules

    - Pega-AppDefinition, Pega-ProCom, Pega-IntSvcs, Pega-WB, Pega-Rules (PegaRules Application Rule)

  22. If Access Group is not listed in Operator ID record, Access Groups or additional RuleSets are searched in which 2 locations?
    - Division Membership

    - Organization Membership

  23. Can an operator belong to one or more Access Groups?
    - Yes

  24. Can Access Group list one application and possible additional RuleSets?
    - Yes
  25. What do Applications list?
    - RuleSets

  26. Can Applications be built on other Applications?

    • e.g.: Application 1
    • >RuleSet 1
    • >RuleSet 2

    Built On>>>>>>>>>>>>>>

    • Application 2
    • >Pega-AppDef
    • >Pega-ProComm
    • >Pega-IntSvcs
    • >Pega-WB
    • >Pega-Rules

  27. Can multiple operators belong to one Access Group?
    - Yes: multiple operators can belong to one access group

    - System Administrators create operator IDs that reference Access Groups

  28. What do Access Groups reference to construct a RuleSet list?
    - Application Rules

    - Production RuleSets

  29. What is an Application Rule?
    - Defines an ordered set of RuleSets that together identify the component of a Process Commander application

    - Built on other application rules to create a 'chain' of RuleSets

  30. Identifying Class and RuleSet membership
    >What does the Rule Form show? (2 things)
    • - RuleSet Form shows:
    • >Class this rule is applied to
    • >RuleSet this rule is a member of

  31. What tool in PRPC creates RuleSets based on established best practices?
    - Enterprise Application Accelerator

  32. Is it a best practice to use a RuleSet? (Why?)
    • - Yes - best practices include using a RuleSet
    • >To combine related abstract classes (e.g., InsCorp- and InsCorpFW-_
    • >To contain a WorkPool (Class Group and Work Classes)
    • >To contain a framework

  33. When would you consider building additional RuleSets?
    - The RuleSet has a reasonable chance of holding rules

    - Certain rules will be deployed separately (e.g., rules for a specific Division)

    - Rules need to be versioned independently in an application

    - Different parts of the Application will be secured independently (Managers have access to an App)

  34. Why do you lock RuleSet versions?
    - RuleSet versions can be locked to prevent new rules from being added and existing rules from being updated or deleted.

  35. What 2 steps need to be taken when locking RuleSet versions?
    1) All rules checked in

    2) Password created for unlock

    >>>For Production, RuleSets should always be locked in production

  36. What are RuleSet Pre-requisites used for?
    - Used during development to enforce rule dependencies

    - When saving Rule A, the pre-requisite verifies that PolicyAdmin 01-02-01 RuleSet exists

    - When migrating InsCorpHome 01-02-01 the import files or target system must contain PolicyAdmin 01-02-01 RuleSet

  37. RuleSet Pre-Requisites Include:
    - RuleSet Pre-Requisites are daisy chained

    - During development, a rule in the InsCorp 01-01-01 RuleSet refers to a rule in Pega-Rules:05-05-01. Pega-ProCom:05-05-01 must be in the pre-requisite list for InsCorp:01-01-01 to gain access.

    - Rules created in InsCorp:01-02-01 have access to Pega-Rules:05-05-01 because of pre-requisite chain

  38. RuleSet Pre-Requisites Continued:
    - Best Practice: When creating the RuleSet pre-requisite chain, mirror the pattern and direct inheritance structure for a given class heirarchy

    - Some RuleSets may have more than one pre-requisite

  39. What does PRPC use Rule Resolution for?
    - To decide which of a number of possible rules will be used in a particular situation.

  40. What are the 10 steps in the Rule Resolution Process?
    • 1) Check Cache
    • 2) Selected by Type and Name
    • 3) Discard availability = No?
    • 4) Discard inapplicable RuleSets and RuleSet Versions
    • 5) Discard rule not in class heirarchy
    • 6) Rank (Class, RuleSet, Circumstance, Date)
    • 7) Set Cache
    • 8) Find best instance
    • 9) Availability = Blocked?
    • 10) Security?

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